Dynamic Advisor Solutions’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Dynamic Advisor Solutions’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$308K	Sell	7,557 -2,492	-25%	-$106K	0.01%	828
2026 Q2	$430K	Sell	10,049 -77,673	-89%	-$3.31M	0.01%	723
2026 Q1	$3.58M	Buy	87,722 +4,929	+6%	+$218K	0.11%	201
2025 Q4	$3.83M	Buy	82,793 +9,919	+14%	+$454K	0.12%	183
2025 Q3	$3.22M	Buy	72,874 +5,470	+8%	+$248K	0.09%	227
2025 Q2	$3.2M	Buy	67,404 +60,567	+886%	+$2.75M	0.1%	223
2025 Q1	$299K	Buy	+6,837	New	+$293K	0.01%	709
2024 Q4	–	Sell	-4,464	Closed	-$225K	–	707
2024 Q3	$225K	Buy	+4,464	New	+$220K	0.01%	846

Other funds holding EPI

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return

Dynamic Advisor Solutions's EPI Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 25% in Q3 2026, selling an estimated $106K and leaving 7,557 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #828.

Dynamic Advisor Solutions first reported a position in EPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.83M in Q4 2025. 43 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Dynamic Advisor Solutions held 7,557 shares of WisdomTree India Earnings Fund ETF worth $308K as of Q3 2026.
Dynamic Advisor Solutions sold 2,492 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $106K.
WisdomTree India Earnings Fund ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #828 holding.
Dynamic Advisor Solutions first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 8 quarters since.
Dynamic Advisor Solutions's WisdomTree India Earnings Fund ETF position peaked at $3.83M in Q4 2025.
43 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.